Portfolio Management Services (PMS)Compare Schemes
Abakkus Diversified Alpha Approach vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Abakkus Diversified Alpha Approach
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.55%
−0.92%
6 Months
10.18%
32.15%
1 Year
20.91%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
11.43%
27.01%
Fund Age
2 yrs 7 mo
6 yrs 10 mo
AUM
₹1,327.89 Cr
₹247.64 Cr
Alpha – 1 Year
16.19%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
20.66%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
1.16
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
0.77
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−13.88%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 35% · M 32% · S 29%
S 80%
Number of Stocks
34
42
Portfolio P/E
25.26
42.30
Top 5 Holdings
Vedanta Aluminium Metal Ltd
Aditya Birla Capital Ltd
Cummins India Ltd
PNB Housing Finance Ltd
Larsen & Toubro Ltd
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Financial Services · 34.81%
Metals & Mining · 9.76%
Healthcare · 9.05%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%